Charter Homes Building Company 401(K) Profit Sharing Plan — Form 5500 plan (Charter Homes Building Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Charter Homes Building Company 401(K) Profit Sharing Plan is a benefit plan reported by Charter Homes Building Company under EIN 23-2546580 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $13,798,418 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Charter Homes Building Company
- EIN
- 23-2546580
- Plan number
- 001
- Plan type
- 2
- Location
- Lancaster, PA
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $13,798,418
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20241015134246NAL0057898082001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,798,418
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,798,418
- Net assets (BOY)
- $10,935,714
Income & contributions
- Employer contributions
- $366,480
- Participant contributions
- $1,115,744
- Total contributions
- $1,544,063
- Total income / additions
- $3,588,848
Expenses & distributions
- Benefits paid
- $673,635
- Administrative expenses
- $49,158
- Total expenses
- $726,144
- Net increase / (decrease)
- $2,862,704
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Financial Advisors | NONE | $49,158 | $0 | 2023 |